Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$214K Buy
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$202K Hold
2023
Q1
$204K Buy
2022
Q1
Sell
2021
Q4
$248K Sell
2021
Q3
$216K Sell
2021
Q2
$275K Hold
2021
Q1
$269K Sell
2020
Q4
$296K Hold
2020
Q3
$266K Hold
2020
Q2
$237K Sell
2020
Q1
$275K Sell
2019
Q4
$316K Buy